Christian Batchelder (CRD# 1002414) is an Investment Advisor Representative working at Christian Curry Batchelder, Cfp in Oakland, CA and has 1 year of experience in the finance industry. Christian Batchelder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Christian Curry Batchelder, Cfp | Oakland, CA | Jan 1987 - Current | 37 |
- CA
-
Total Assets Under Management87MILLIONS
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$2,815,613
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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